GARRISON FINANCIAL GROUP - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Client Service Specialist
Andy has been a client of Garrison Financial Group since 2006 but he loved us so much he offically joined the team as our Planning Coordinator in 2014. He received his BA from Colorado State University in 1996 and after an 8 year career at Safeco Insurance Andy stepped away to become the at-home parent of his family, supporting his wife Lisa's career and raising their two boys. After 8 years away from Colorado with moves to Kansas, New York, and Louisiana, he and his family came back home in 2014.
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Craig Garrison has financial planning in his DNA! His father was a 35-year Financial Services industry veteran and his mom was a freelance accountant and bookkeeper. Craig grew up on the east coast and attended the University of Maryland where he received a B.S. in Accounting and competed on the varsity wrestling team. After graduation, he followed his mom's footsteps into the accounting world and began work as a public accountant with Arthur Andersen in Washington, D.C. While with Andersen, Craig transferred to Denver.
Not feeling all that fulfilled ‘counting beans', he thought about the joy and personal gratification that he saw his father enjoyed from his profession and felt compelled to find that same passion. He found just that in forming Garrison Financial Group and serving his clients as a Comprehensive Financial Advisor. This was the perfect opportunity to combine his financial and accounting backgrounds with his strong desire to help others accomplish their financial goals. Craig takes great pride in the way he builds client relationships based on trust, authenticity, integrity, and honesty.
Craig lives with his wife, Jes, and their five children, Connor, Grant, Bergen, Caslin and Steele, as well as their two dogs Coco and Grizz in the foothills of Littleton, Colorado. When outside the office, Craig can be found enjoying life with his family, always running between school, sporting events, activities, and church. He also tries to take advantage of living in "God's Country" by doing as many things as possible in the mountains. He loves skiing/snowboarding/telemarking, mountain and road biking, ice hockey, hiking the 14,000+ foot peaks of Colorado called "14ers", camping, and golfing as little as possible! Craig also enjoys volunteering with numerous organizations such as Red Rocks Church, St. Baldrick's Foundation, Junior Achievement, Jeffco Action Center, Watch DOGS, Downtown Denver Partnership, Marked Men for Christ, Walk with Me, and the Colorado Wrestling Officials Association.
Craig Andrew Garrison, Emily Elizabeth Gabriel, Timothy Richard Hall and Matthew Strelau use Garrison Financial Group as a marketing name for doing business as representatives of Northwestern Mutual. Garrison Financial Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Craig Andrew Garrison, Emily Elizabeth Gabriel, Timothy Richard Hall and Matthew Strelau provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Craig Andrew Garrison and Emily Elizabeth Gabriel are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Craig Andrew Garrison, Emily Elizabeth Gabriel, Timothy Richard Hall and Matthew Strelau provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Craig Andrew Garrison, Emily Elizabeth Gabriel, Timothy Richard Hall and Matthew Strelau are Insurance Agents of NM.
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Director of Client Services
- in 2024 As Director of Client Service
Emily graduated from Taylor University with a BA degree in Business Management. She began her career in the commodity futures industry in Chicago, Illinois but quickly learned that personal financial planning was more aligned with her interests. Emily started her career with Northwestern Mutual in 2013 as an Investment Analyst in the Chicago agency where she obtained her Life & Health Insurance state license and Series 7 & 66 FINRA licenses. She then had an opportunity to move westward to Denver and work with another advisor as the firm's Director of Operations. During her tenure, she built the team from sole employee to a team of 8 and became a master at process implementation to maximize workflow efficiency.
Emily joined Garrison Financial Group in 2024 as Director of Client Service. She is thrilled to bring her decade of financial planning operational experience to GFG and is excited learn and grow with a new team. Emily looks forward to working with our clients to help them achieve their financial goals and objectives. Please reach out to her with any insurance or investment service needs.
Emily and her husband, Matt, live in Highlands Ranch with their daughter, Matilda. Outside of work, she is found enjoying life with family and friends as much as possible. Emily and Matt love to travel, going to concerts, and watching movies with Matilda.
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Client Service Specialist
Jared is a Colorado native growing up in Eagle, Colorado hunting and hiking with his dad. Keeping with his love for the centennial state, Jared attended the University of Colorado Boulder studying political science with the initial intent of going to law school after graduation. While he realized that was not for him, Jared completed his BA Political Science before transitioning into the Leeds School of Business to study finance on the personal financial planning track. During his senior year at CU Boulder, Jared worked for Fidelity Investments where he earned his Series 7 and Series 63 licenses and discovered his love of helping make the finance world more transparent to his clients.
Jared joined Garrison Financial Group in June 2023 and is eager to nurture long-term relationships in a client-facing position, developing wholistic financial plans and helping our clients achieve their goals. When not writing financial plans, Jared loves hiking in the Boulder area, exploring new craft breweries, and visiting his family in Albuquerque, Austin, Minneapolis, and Seattle.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Associate Portfolio Manager, Private Client Services
Katie worked in the non-profit industry for 10 years before joining Garrison Financial Group in September of 2018. She started her career at Kroenke Sports Charities as the Programs Manager after graduating from the University of Colorado Boulder. She then moved on to work for Denver Active 20-30 Children's Foundation, a men's volunteer organization that puts on large-scale fundraising events to raise money for Colorado children in need. She now brings her passion for service, customer experience, and marketing to Garrison Financial Group.
Katie was born in San Diego but moved to Colorado at a young age. She enjoys spending time with her family, trying new restaurants, hiking, strong coffee, and weekends in the mountains. She and her husband Keith have two little girls, Lennon and Ruby.
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Associate Wealth Management Advisor and Investment Operations Manager
Matt graduated from the University of Colorado with a BS degree in Finance from the Leeds School of Business. Matt began his career with ALPS Fund Services, and during his tenure, grew to manage a team that was responsible for processing all trades, transactions and money movement for over 35 mutual fund families and their investors. He then made the transition to the alternative investment space and became the Operations Manager for NorthStar, a non-traded REIT fund sponsor. In that role, he was responsible for overseeing all aspects of the funds servicing department including trades, reconciliation and investor inquiries.
Looking to blend his expertise in processing, while also becoming more client facing, the jump to Garrison Financial Group was the perfect fit. Matt looks forward to working with all clients of Garrison Financial Group and will be the point person for all paperwork and processing needs.
In his free time, Matt enjoys the outdoors. On the weekends, you can usually find him hiking, golfing, or walking with his dog. He loves smoking and grilling meats on his Big Green Egg, and recently started brewing beer. Matt lives with his wife Shelby, and dog Merlin in Denver, Colorado.
Job Titles:
- Client Service Specialist
McKell Gurewitz is originally from Boise, Idaho, but most recently relocated to the Denver area from Southern California. She attended Chapman University, where she graduated Summa Cum Laude with a Bachelors in Fine Arts in Dance and a minor in Educational Studies. She spent her post-college years working in the entertainment industry as a production assistant, production stage manager, and professional dancer. While pursuing a career in dance, McKell began to discover the importance of financial acumen. What started as a quest for knowledge for herself unexpectedly turned into a significant career change, which brought McKell to the financial industry.
After moving to Denver, McKell joined Northwestern Mutual Denver's network office staff as an Insurance Operations Associate. In this role, she provided client onboarding, servicing, and ongoing development for new Financial Representatives who were under 5 years in the business. She additionally oversaw training of her fellow team members and other NM associates in insurance operations. McKell joined Garrison Financial Group in February 2024 as a Client Service Specialist. She looks forward to the growth opportunity of working with this wonderful team and is eager to assist our clients to reach their personal, financial and professional goals.
Outside of work, McKell dances for a local Denver dance company, Authentic Grooves. She also enjoys her free time through hiking, camping, cooking, and watching good movies with her husband Devon and their border collie, Lola. Together, they have a strong passion for the outdoors and spend as much time as possible in the beautiful Rocky Mountains.
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Client Service Specialist
Misty Feist is originally from the East Coast, and attended University at Albany, SUNY in New York. She worked for New York State Office of Information Technology Services redesigning and migrating all of New York's State Department websites and data to a new platform, followed by working as a Technical Engineer servicing Microsoft products and applications for small businesses. After working in the Information Technology and Design field 4 years, she decided to switch gears.
Misty joined Garrison Financial Group in July 2021 as an Operations Associate. She found a passion in the work that is done to add value to people's lives through Financial Planning. Misty enjoys working with all clients of Garrison Financial Group, adding value and making a difference.
Misty and her husband Jon reside in Denver. In her free time, Misty enjoys photography, volunteering and traveling. On the weekends you can find her outside camping, fishing, snowboarding and trying out all that the Colorado lifestyle offers.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Client Service Specialist
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Timothy R. Hall serves as an advisor for Garrison Financial Group with an expertise in financial plan design, asset allocation, securities and firm operations. Tim relocated from North Carolina to join Garrison Financial Group in West Denver in 2010, and he is committed to delivering exceptional long-term financial planning strategies to better our clients' financial security. With a background in modern holistic financial planning, Tim understands the ever-changing global economy and the insurance, investments and ideas that are needed to meet our clients' financial goals.
Tim graduated with a BS degree from the Financial Planning department at Virginia Tech. Tim began his career with Northwestern Mutual as a college-level intern in Raleigh, North Carolina. In an effort to continue his in-the-field education, Tim obtained his Life & Health insurance licenses before graduating college, and, in 2010, he received his FINRA Series 7 and 66 registrations in addition to his Variable Life insurance license. Tim is a CERTIFIED FINANCIAL PLANNER™ professional and, in 2012, he received his Chartered Life Underwriter® and Chartered Financial Consultant® designations from the American College and the Certified in Long Term Care designation from the Corporation for Long Term Care Certification, Inc. In 2013, Tim received his Chartered Advisor of Senior Living® designation from the American College.
Tim and his wife, Keila, live in Englewood with their daughter, Rhys. In his spare time, Tim is an avid golfer and skier. Tim and Keila regularly travel to see family and explore all Colorado offers. Feel free to contact Tim with any questions regarding your financial security, financial planning, or wealth management strategies.
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services